See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,573 | $43,075+22.1% | $74,583-29.5% | $62,891-16.4% |
| Participation rate | 40.7% | 58.1%-17.3pp | 68.1%-27.4pp | 69.3%-28.6pp |
| Annual return | 6.79% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $639 | $1,498-57.3% | $2,525-74.7% | $2,281-72.0% |
| Participant deferral / active EE | $1,101 | $2,389-53.9% | $3,458-68.2% | $3,203-65.6% |
| Admin fee / account holder | $6,572 | $2,840+131.4% | $4,138+58.8% | $4,296+53.0% |